Curt joined Millennium Private Wealth excited to reunite with some of his favorite UBS colleagues and add a Downtown Greenville, South Carolina Millennium office.
Experience
He is a Certified Private Wealth Advisor (CPWA), an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek advanced knowledge and techniques to address the sophisticated needs of affluent clients and small businesses.
His UBS Financial Services journey began in New York City as he joined the Wealth Management Associate Program in 2002. From there, Curt supported advisors and clients in roles including Wealth Management Analyst in Washington, D.C., covering the Mid-Atlantic Region, sales manager in Charlotte, National Sales Manager for UBS Australia, Branch Manager in Melbourne, Australia, Regional Sales Manager for the Northwest Division, Branch Manager in Chicago and most recently led UBS’s Upstate South Carolina business.
Education
Curt graduated from the University of Virginia in 2002 and earned his MBA from The McColl School of Business in 2008.
Other Interests
When not meeting with clients or doing research, Curt enjoys his community leadership roles. He is a long-standing board member of Community Works, a nonprofit that provides resources supporting small business growth, entrepreneurship, affordable housing and homeownership. He serves on the Board of Directors of the Metropolitan Arts Council (MAC). He is also a member of the Poinsett Club’s Membership Committee, Leadership Greenville Class of 40 Graduate and a former member of the Greenville Health System Children’s Hospital Advisory Board. He served on the United Way Director’s Council for 3 years and was president of the Alta Vista Neighborhood Association.
Curt is an Eagle Scout. He lives in Greenville, South Carolina with his daughter, Hannah.
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